Behind the Desk
Elizabeth brings strategic thinking and creativity to the financial planning process. She founded Arrow & Bow Wealth Advisors with the strong conviction that the financial services industry could be better for clients by focusing on the big picture and building a strong process-driven framework to bring plans to fruition. She views individual investment and insurance products as single tools within a greater toolbox, to be used only when the client's personalized plan calls for them. As an active member in the community, Elizabeth has built relationships with trusted partners in the finance, tax, legal, and wellness fields to provide the highest level of guidance to her clients when building a financial plan and making recommendations.
Before she was a Wealth Advisor, she was a Creative Director for a marketing and web development firm to help organizations bring their visions to life. Through this work, she developed a passion for working with business owners and community leaders and brings this experience to the table when meeting with clients. Elizabeth recognizes the unique challenges business owners face and through a holistic approach she helps build financial plans that address both the personal financial and business financial goals of the individual.
She has a BA from Wofford College in Intercultural Studies for Business and Spanish.
Licenses and Certifications
- Series 7*
- Series 66*
- Series 6*
- Series 63*
- Life, Health, & Accident
- AIF® (Accredited Investment Fiduciary)
- *Held with LPL Financial
Out of the Office
Outside of the office, you can find Elizabeth spending time with her husband and two kids. She is often spotted walking and rucking around town or at the Anne Springs Close Greenway in between meetings. Just as she keeps virtual meetings for financial planning, she sneaks in virtual workouts on the Mirror whenever she gets a chance, preferring barre, yoga, and meditation exercises. She loves to get away with her family and friends for a quick weekend adventure and enjoys completing GORUCK Star Course Marathon events across the country. Elizabeth and her family attend Lifepointe Church in Fort Mill.
In the Community
Elizabeth believes in giving back and serving her community in a tangible way. She and her family volunteer together each month to pick up trash around the Town of Fort Mill to help preserve the natural beauty of the town. In addition to volunteering with her family, she currently serves on the board of several local organizations.
- Defend the Fatherless, Treasurer and Board Member
- Fort Mill Historic Review Board, Board Member
- Wofford College Young Alumni Leadership Advisory Council